Global digital greenfield investment tripled from USD131 billion in 2020 to USD360 billion in 2024. Malaysia captured 14% of the developing-economy share of that surge. Johor is the primary reason why.
No rollout timeline, subsidy framework, or capital commitment for household CNG has been published. The program remains a pilot with material execution risk.
The six-month review reflects honest uncertainty about how long Hormuz disruptions last. That ambiguity is as consequential for manufacturers as the tariff relief itself.